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If you know the exact creator client and version for your content but these are not listed, please contact LTS Support. If you do not know the exact creator client version, select the “version unknown” option for that client.
Step A: Extract email data files
Email to be archived may come to you (the curator) on a disk or drive, or you may need to copy it from the donor's computer. Either way, it helps to know what email data files to look for and where these are stored on the file system. This section provides tips on how to locate email on the donor's computer and what files to extract for archiving.
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However the transfer takes place, be sure to follow local procedures for securing sensitive data.
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Eudora |
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Client | Client | Client |
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Eudora | Entire "Eudora" folder and its contents |
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POP mailboxes: IMAP mailboxes: |
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Mac Mail |
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Entire “Mail” folder and its contents |
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v.1: ~/Library/Mail/Mailboxes/inbox.mbox/mbox v.2+: archived email: ~/Downloads/archived-mail/inboxold.mbox/mbox |
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Outlook Mac |
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.olm export file(s) |
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To export:
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Outlook Windows |
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Entire Outlook data folder and its contents |
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In XP: c:\Documents and Settings\[your login name]\Local Settings\Application Data\Microsoft\Outlook In Vista/Windows 7: c:\Users\[your login name]\AppData\Local\Microsoft\Outlook |
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Thunderbird |
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Entire mail server folder containing the INBOX mailbox file, and its sub-folders |
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In Windows: c:\Documents and Settings\<user name>\Application Data\Thunderbird\Profiles\<Profilename>\<Mail | ImapMail>\<mail server name>\ In Mac OS X: (~ represents user's home folder): |
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Step B: Create a staging folder
- In a convenient and secure location on your local file system, create a staging folder.
- Folder name can contain letters, numbers, underscores and/or hyphens. Avoid spaces, diacritics, and other special characters.
The staging folder name will be the default packet name, but you can override this by changing metadata on the EASi Submit Packet screen (in Step D).
Copy the extracted email content (from Step A) into the staging directory.
It is possible to submit multiple packets to EAS at one time. Each packet must have a separate staging folder with a unique name.
Step C: Upload packet to dropbox
The next step is to upload your staging directory and its contents to an EAS dropbox.
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- An EAS dropbox. Each participating repository is assigned its own secure FTP dropbox.
- And, a secure FTP client to access the dropbox. See the DRS Documentation Center for compatible SFTP clients.
- A VPN (virtual private network) account in the secure DRS tunnel. Using VPN to access EAS services is required at all times, even from an on-campus wired computer.
- And, a Cisco AnyConnect VPN client to access the secure DRS tunnel. If you need the client, go to HUIT's VPN client download & installation page.
- To request an EAS dropbox and/or a secure DRS VPN account, contact Library Technology Services.
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When upload is complete and your secure FTP connection is closed, proceed to the packet submission step.
Step D: Submit packet to EAS loader
Once your email packet is in the dropbox and secure FTP connection to the dropbox is closed, connect to EASi and submit the packet.
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- Open a VPN connection to the secure DRS tunnel. Connect to EASi:
Production: https://easi.library.harvard.edu/easi
Test (qa): https://easi-qa.lib.harvard.edu:9035/easi - Select the "Packets" option on the EASi main menu. The Submit Packet page will display.
- Select a packet to process. At top left, select your packet on the Select Packet list. A listing of packet contents will display under Packet Inventory on the right.
- Assign metadata to content in the packet. Enter values into the metadata panel on the left. Required fields are: packet name, depositor email, creator client, DRS access flag, and billing code; the rest are optional.
- Packet name: By default, the staging directory name is used here, but you can replace this with a name of your choice. This packet name will be associated with every message and attachment in the packet.
- Depositor email: Address to which the load report will be sent. The "manager email" value from your EASi account is used by default, but you can substitute another address.
- Creator client: Email software used to create content in the packet. If you know the exact creator client and version for your content but these are not listed, please contact Library Technology Services. If you do not know the exact creator client version, select the “version unknown” option for that client.
- DRS access flag: This flag controls access to messages and attachments once these are stored in the DRS. Flag value is set to N (not accessible).
- Billing code: DRS billing code that will be associated with messages and attachments in the packet.
- Submit the packet. Click the Submit button to start the process. Click "OK" on the pop-up window that displays to confirm the submission.
Step E: Review the EAS load report
The EAS loader runs about every 15 minutes (at :15, :30, :45 and :59 minutes past the hour) from 8am-9pm Monday to Saturday. Once a packet is picked up, loader processing may take several minutes to several hours depending on size of the packet. You can check the EASi Packet Import Queue to check on status of packets in process or the Packet Summary for packets that have been loaded to EAS. When processing is complete, the EASi loader will email a load report to the address specified in the "Depositor email" field in packet metadata. Once you get the load report, items in your packet should be available in EASi.
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About the EAS import process
Once the curator submits a packet, the EAS loader will detect the packet and move it from the secure drop box file system to a secure storage file system location designated for EAS. The EAS importer picks up the packet from the secure storage file system and runs a series of processes that convert the original packet, creating a copy for further processing. Both the original packet and the converted copy are kept in the EAS secure storage file system.
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- Converts email messages to the EML standard format (folders of .eml message files conforming to RFC-2822).
- Converts email attachments:
- Copies external attachments.
- Extracts embedded attachments.
- File names based on message subject are converted to random alpha-numeric strings (for increased security).
- Embedded files with no file name are renamed to unknown_EAS-generated_<random number> (previously these were named <random_number>_unknown).
- Embedded files with an invalid name are renamed to EAS-substituted_<random number>.
- Writes metadata supplied by the curator to an Oracle database.
- Associates rights metadata restrictions of “Rights basis: risk assessment” and “Secure Storage required: unconfirmed”.
- Stores the metadata plus extracted email message content (headers and bodies) in a Solr index on the secure storage file system.
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